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Wolfgang Financial Group

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Wolfgang Financial Group

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Wolfgang Financial and Insurance Agency (CA License # 0K07551). Wolfgang Capital LLC and Wolfgang Financial and Insurance Agency are affiliated companies.

Disclosure: “Likes” should not be considered a positive reflection or endorsement of the investment advisory services offered by the advisor – but simply a mechanism available to circulate our page. Visitors to this page must refrain from posting positive reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all Clients of the advisor. Fee-based financial planning and investment advisory services are offered by Wolfgang Capital LLC, a Registered Investment advisor in the State of California. Insurance products and services are offered through Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency (CA LIC # 0K07551). The opinions expressed on this page are subject to change without notice. Neither Wolfgang Financial and Insurance Agency or Wolfgang Capital LLC provide legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Wolfgang Capital LLC and Wolfgang Financial and Insurance Agency are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

10/17/2026

This month, we are sharing a story from the Boston Marathon that is hard to forget. During the closing stages of the race, first-time runner Ajay Haridasse collapsed near the 26-mile marker with severe leg cramps. After repeatedly struggling to get up, Haridasse was preparing to crawl the final stretch of Boylston Street.

That is when two fellow competitors, Aaron Beggs and Robson Oliveira, decided to stop. With their own finish times and personal goals on the line, they lifted Haridasse between them and supported him all the way across the finish line. Haridasse tracked both men down by their bib numbers afterward just to say thank you.

This story is a beautiful reminder that some of the most powerful moments happen when someone chooses to slow down for another person. In a race where every second counts, these two chose something that mattered more.

Read the full story here:

https://www.goodnewsnetwork.org/boston-marathon-runners-praised-for-stopping-to-help-injured-competitor-cross-finish-line-watch/

10/15/2026

Interest rates can influence annuities in very different ways depending on the type of contract you are considering. Understanding those differences can help you evaluate how an annuity may fit into your long-term retirement strategy. Swipe to learn more.

Curious about annuities and wondering which type may best align with your retirement strategy? We’re here to help. Contact us to discuss your options and determine what makes sense for your financial goals.

10/10/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today. We are here to support you.

10/08/2026

September brought the Federal Reserve’s first rate hike since 2023, rising Treasury yields, and another jump in energy prices as the U.S.-Iran conflict kept pressure on fuel costs.

The month also highlighted a growing divide in the market. AI and technology stocks helped lift the Nasdaq, while the S&P 500, Dow, and smaller companies struggled under the weight of higher rates. At the same time, stronger-than-expected economic growth gave the Fed more room to keep policy tight. Swipe to learn more.

As always, if any of this raises questions about your own portfolio, our team is just a call or email away. Don’t hesitate to reach out.

10/02/2026

Stocks finished higher last week, even as Treasury yields climbed, and the economy continued to show strength. The picture isn’t all rosy, though, as September’s consumer sentiment data showed a decline amid inflation concerns. Swipe to learn more.

As always, know that we are keeping a close eye on developments. If you have any questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.

10/01/2026

Our next Wednesday Wisdom is coming up! 🗓️

Join estate planning attorney Victoria Scarth for "Probate Nightmares: What Happens When You Don't Have a Plan?" — a free educational seminar on protecting your family and avoiding the pitfalls of no plan.

📅 October 7th at 4:00 PM
📍 Our Temecula office

No RSVP required — everyone's welcome, so bring a friend! 💛

09/30/2026

Effective financial planning for a HNW (HNW) individual brings all moving pieces together into one cohesive strategy. This includes making sure that financial and timing strategies align. Swipe to learn more.

Taking a coordinated approach can help you stay ahead throughout the year. Call us to start the conversation.

09/25/2026

The Federal Reserve raised interest rates last week for the first time in three years, judging the economy strong enough to handle it and inflation firm enough to demand it. Investors weighed the cost to growth until solid retail data late in the week eased concerns. Swipe to learn more.

As always, know that we are keeping a close eye on developments. If you have any questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.

09/22/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

Address

28751 Rancho California Road Ste 100
Temecula, CA
92590

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+19512005084

Website

http://wolfgangfinancialgroup.com/

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